Toll Brothers, Inc.
TOL- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0000794170
In the last 90 days, Toll Brothers, Inc. insiders filed 0 open-market purchases and 1 sale; 808 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Greenhaven Associates and Viking Global Investors hold it.
13F holders, Q1 2024
Institutional positions in Toll Brothers, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 643
- +75 vs. Q4 2023
- Shares held
- 92.7M
- −2.84M (−3.0%) vs. Q4 2023
- Total value
- $12.0B
- +$2.16B (+21.9%) vs. Q4 2023
- New holders
- 134
- 180 more added
- Sold out
- 59
- 246 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TOL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 808 | $14.2B |
| Q1 2026 | 785 | $11.4B |
| Q4 2025 | 736 | $11.5B |
| Q3 2025 | 721 | $11.7B |
| Q2 2025 | 661 | $10.0B |
| Q1 2025 | 662 | $9.48B |
| Q4 2024 | 721 | $11.1B |
| Q3 2024 | 718 | $13.7B |
| Q2 2024 | 659 | $10.3B |
| Q1 2024 | 643 | $12.0B |
| Q4 2023 | 574 | $9.83B |
| Q3 2023 | 518 | $7.45B |
| Q2 2023 | 517 | $7.93B |
| Q1 2023 | 448 | $6.00B |
| Q4 2022 | 427 | $5.09B |
| Q3 2022 | 382 | $3.98B |
| Q2 2022 | 393 | $4.38B |
| Q1 2022 | 415 | $4.68B |
| Q4 2021 | 455 | $7.51B |
| Q3 2021 | 409 | $5.81B |
| Q2 2021 | 409 | $6.20B |
| Q1 2021 | 394 | $6.23B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Toll Brothers, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delap Wealth Advisory, LLC | 4,117 | $532.6K | 0.22% | +4,117 | New |
| Fiduciary Trust Co | 4,074 | $527.1K | 0.01% | +410+11.2% | Added |
| Compass Wealth Management LLC | 4,070 | $526.5K | 0.13% | −125−3.0% | Reduced |
| Maven Securities LTD | 4,000 | $517.5K | 0.03% | +4,000 | New |
| CI Private Wealth, LLC | 3,904 | $505.1K | 0.00% | −134−3.3% | Reduced |
| Belpointe Asset Management LLC | 3,894 | $503.8K | 0.04% | +168+4.5% | Added |
| Stamos Capital Partners, L.P. | 3,850 | $498.1K | 0.11% | −960−20.0% | Reduced |
| Foundations Investment Advisors, LLC | 3,848 | $497.8K | 0.01% | +3,848 | New |
| Paloma Partners Management Co | 3,816 | $493.7K | 0.07% | +3,816 | New |
| Ellis Investment Partners, LLC | 3,780 | $489.0K | 0.11% | +1,744+85.7% | Added |
| Change Path, LLC | 3,771 | $488.0K | 0.02% | +253+7.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,770 | $487.7K | 0.12% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,700 | $478.7K | 0.14% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,680 | $476.1K | 0.09% | +3,680 | New |
| Kestra Private Wealth Services, LLC | 3,674 | $475.3K | 0.01% | +522+16.6% | Added |
| Commerce Bank | 3,643 | $471.3K | 0.00% | +3+0.1% | Added |
| Handelsinvest Investeringsforvaltning | 3,626 | $469.0K | 0.23% | −1,883−34.2% | Reduced |
| Childress Capital Advisors, LLC | 3,617 | $467.9K | 0.14% | −129−3.4% | Reduced |
| Captrust Financial Advisors | 3,606 | $466.5K | 0.00% | −5,835−61.8% | Reduced |
| Jmac Enterprises LLC | 3,557 | $460.2K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 3,555 | $459.9K | 0.00% | −57−1.6% | Reduced |
| Oxford Asset Management LLP | 3,529 | $456.5K | 0.49% | +3,529 | New |
| Prelude Capital Management, LLC | 3,464 | $448.1K | 0.03% | +3,464 | New |
| Pitcairn Co | 3,384 | $437.8K | 0.03% | −169−4.8% | Reduced |
| Precision Wealth Strategies, LLC | 3,364 | $435.2K | 0.41% | +3,364 | New |
| HM Payson & Co | 3,360 | $434.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,353 | $433.8K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,304 | $427.4K | 0.01% | +3,304 | New |
| Entropy Technologies, LP | 3,278 | $424.1K | 0.05% | +3,278 | New |
| SG Americas Securities, LLC | 3,264 | $422.0K | 0.00% | −735−18.4% | Reduced |
| Bridgefront Capital, LLC | 3,259 | $421.6K | 0.32% | +3,259 | New |
| D. E. Shaw & Co., Inc. | 3,195 | $413.3K | 0.00% | −44,288−93.3% | Reduced |
| Ci Investments Inc. | 3,187 | $412.0K | 0.00% | −942−22.8% | Reduced |
| Martin Capital Advisors, LLP | 3,056 | $395.4K | 0.31% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,026 | $391.5K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,000 | $388.0K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,995 | $387.5K | 0.02% | +2,995 | New |
| Lebenthal Global Advisors, LLC | 2,929 | $378.9K | 0.08% | +283+10.7% | Added |
| Alps Advisors Inc | 2,913 | $376.9K | 0.00% | −982−25.2% | Reduced |
| Arden Trust Co | 2,870 | $371.3K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,850 | $368.7K | 0.09% | −150−5.0% | Reduced |
| Ieq Capital, LLC | 2,747 | $355.4K | 0.01% | +254+10.2% | Added |
| Atria Wealth Solutions, Inc. | 2,746 | $355.2K | 0.00% | +140+5.4% | Added |
| Flagship Harbor Advisors, LLC | 2,736 | $354.0K | 0.02% | +615+29.0% | Added |
| Vontobel Holding Ltd. | 2,717 | $351.5K | 0.00% | −848−23.8% | Reduced |
| Paragon Capital Management Ltd | 2,702 | $349.7K | 0.06% | +4+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 2,694 | $348.5K | 0.04% | −1,928−41.7% | Reduced |
| Northern Oak Wealth Management Inc | 2,685 | $347.4K | 0.04% | −70−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,676 | $346.2K | 0.00% | −219−7.6% | Reduced |
| Raymond James Trust N.A. | 2,670 | $345.4K | 0.01% | +156+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,664 | $344.6K | 0.01% | +2,664 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,660 | $344.1K | 0.09% | −593−18.2% | Reduced |
| VitalStone Financial, LLC | 2,650 | $343.0K | 0.26% | +2,650 | New |
| Evergreen Capital Management LLC | 2,640 | $341.5K | 0.01% | +106+4.2% | Added |
| Cooper Financial Group | 2,605 | $337.0K | 0.06% | −13−0.5% | Reduced |
| La Financiere de L'Echiquier | 2,600 | $336.4K | 0.01% | +2,600 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,575 | $333.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,514 | $325.2K | 0.01% | −103−3.9% | Reduced |
| JB Capital LLC | 2,500 | $323.6K | 0.02% | +2,500 | New |
| Capula Management Ltd | 2,500 | $323.4K | 0.01% | −1,580−38.7% | Reduced |
| William Blair Investment Management, LLC | 2,478 | $320.6K | 0.00% | +29+1.2% | Added |
| IFP Advisors, Inc | 2,476 | $320.4K | 0.01% | +1,608+185.3% | Added |
| Strategic Investment Advisors | 2,406 | $311.3K | 0.04% | +2,406 | New |
| Centaurus Financial, Inc. | 2,319 | $300.0K | 0.02% | +2,319 | New |
| Trajan Wealth LLC | 2,317 | $299.8K | 0.02% | +2,317 | New |
| Stratos Wealth Partners, LTD. | 2,312 | $299.2K | 0.00% | −36−1.5% | Reduced |
| Atomi Financial Group, Inc. | 2,281 | $295.1K | 0.03% | +233+11.4% | Added |
| Harbour Capital Advisors, LLC | 2,375 | $295.0K | 0.07% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,273 | $294.1K | 0.02% | +2,273 | New |
| Harbour Investments, Inc. | 2,268 | $293.4K | 0.01% | +139+6.5% | Added |
| KBC Group NV | 2,220 | $287.0K | 0.00% | −2,476−52.7% | Reduced |
| TownSquare Capital, LLC | 2,183 | $282.4K | 0.00% | +2,183 | New |
| E Fund Management Co., Ltd. | 2,182 | $282.3K | 0.02% | +2,182 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,210 | $274.1K | 0.11% | +2,210 | New |
| Omnia Family Wealth, LLC | 2,114 | $273.5K | 0.13% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,098 | $271.4K | 0.15% | +2,098 | New |
| Private Trust Co NA | 2,054 | $265.7K | 0.03% | +286+16.2% | Added |
| ISAM Funds (UK) Ltd | 2,048 | $264.9K | 0.15% | +2,048 | New |
| Thrive Capital Management, LLC | 2,001 | $258.9K | 0.14% | +2,001 | New |
| Toronto Dominion Bank | 2,000 | $258.7K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,000 | $258.7K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,999 | $258.6K | 0.01% | −300−13.0% | Reduced |
| First Heartland Consultants, Inc. | 1,913 | $247.0K | 0.03% | +1,913 | New |
| Daiwa Securities Group Inc. | 1,900 | $246.0K | 0.00% | +800+72.7% | Added |
| Panoramic Investment Advisors, LLC | 1,900 | $245.8K | 0.18% | −4,300−69.4% | Reduced |
| Trust Point Inc. | 1,885 | $243.9K | 0.02% | +1,885 | New |
| Flputnam Investment Management Co | 1,813 | $234.5K | 0.00% | +1,813 | New |
| Montgomery Investment Management Inc | 1,800 | $232.9K | 0.09% | +1,800 | New |
| Darwin Advisors, LLC | 1,795 | $232.2K | 0.06% | −720−28.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,780 | $230.3K | 0.10% | +1,780 | New |
| Lincoln National Corp | 1,766 | $228.5K | 0.00% | −657−27.1% | Reduced |
| Jacobi Capital Management LLC | 1,760 | $227.7K | 0.02% | +1,760 | New |
| Clifford Swan Investment Counsel LLC | 1,750 | $226.4K | 0.01% | +1,750 | New |
| Quent Capital, LLC | 1,747 | $226.0K | 0.03% | −7−0.4% | Reduced |
| Park Avenue Securities LLC | 1,749 | $226.0K | 0.00% | +1,749 | New |
| Claret Asset Management Corp | 1,749 | $226.0K | 0.04% | +1,749 | New |
| Brookstone Capital Management | 1,734 | $224.3K | 0.00% | +1,734 | New |
| Journey Strategic Wealth LLC | 1,727 | $223.4K | 0.01% | +1,727 | New |
| Invst, LLC | 1,735 | $222.1K | 0.03% | −10,961−86.3% | Reduced |
| Corton Capital Inc. | 1,710 | $221.2K | 0.08% | −3,844−69.2% | Reduced |